This intrepid (and tired) reporter has been riding the rails and flying the crowded skies over the past few weeks attending conferences, taking part in panels and meeting with many financial advisers about my favorite subject: adviser technology
If you would like an easy way to educate clients — and, more importantly, their children — about matters financial, take a look at HelloWallet
Salesforce.com has become a serious competitor in the customer relationship management market for financial advisers
While financial planning obviously is important, many registered investment advisers say that it just doesn't pay the bills
Not surprisingly, investors are becoming more adept at using technology to manage their finances and evaluate investment-related information
I recently received a demonstration of Trust Co. of America's new web-based interface for clients. It is the first major piece of the custodian's overall platform retrofit to be completed
Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients
Financial advisers often equate technology with progress. And while it can be one of the major keys to unlocking profitability, it also can be responsible for strangling and stifling your firm.
